Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
48 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only

MFSI's investment advisory fees are usually based upon a percentage of assets under management. MFSI reserves the right to negotiate and charge different types or rates of advisory fees for different accounts. MFSI’s asset-based fees may range as shown in the table. MFSI may also charge performance-based fees. Managed Account Program fees range from 0.24% to 0.55% depending on the investment strategy and program type.

Areas of Practice
Investment Management
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Advisor Information

Office location

111 Huntington Avenue, Boston, MA, 02199-7618

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mfs Institutional Advisors INC.
July 2023 - Present · 2 yrs 6 mos
Mfs Fund Distributors, INC.
June 2023 - Present · 2 yrs 7 mos
Mfs Fund Distributors, INC.Broker
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
American Funds Distributors, INC.
March 2014 - May 2023 · 9 yrs 2 mos
American Funds Distributors, INC. Broker
February 2014 - May 2023 · 9 yrs 3 mos
Franklin/templeton Distributors, INC.Broker
August 2005 - January 2014 · 8 yrs 5 mos
State Registrations2 states
FLMA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.